EARNEST Partners’s Willis Towers Watson WTW Stock Holding History

EARNEST Partners’s Portfolio WTW Stock Details WTW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-67	Closed	-$14K	–	1107
2023 Q3	$14K	Hold	67	–	–	﹤0.01%	558
2023 Q2	$15.8K	Hold	67	–	–	﹤0.01%	535
2023 Q1	$15.6K	Hold	67	–	–	﹤0.01%	526
2022 Q4	$16.4K	Hold	67	–	–	﹤0.01%	519
2022 Q3	$13K	Hold	67	–	–	﹤0.01%	540
2022 Q2	$13K	Hold	67	–	–	﹤0.01%	551
2022 Q1	$16K	Hold	67	–	–	﹤0.01%	544
2021 Q4	$16K	Hold	67	–	–	﹤0.01%	565
2021 Q3	$16K	Hold	67	–	–	﹤0.01%	547
2021 Q2	$15K	Hold	67	–	–	﹤0.01%	557
2021 Q1	$15K	Hold	67	–	–	﹤0.01%	539
2020 Q4	$14K	Hold	67	–	–	﹤0.01%	540
2020 Q3	$14K	Hold	67	–	–	﹤0.01%	488
2020 Q2	$13K	Hold	67	–	–	﹤0.01%	507
2020 Q1	$11K	Hold	67	–	–	﹤0.01%	494
2019 Q4	$14K	Hold	67	–	–	﹤0.01%	521
2019 Q3	$13K	Hold	67	–	–	﹤0.01%	533
2019 Q2	$13K	Hold	67	–	–	﹤0.01%	530
2019 Q1	$12K	Hold	67	–	–	﹤0.01%	538
2018 Q4	$10K	Hold	67	–	–	﹤0.01%	551
2018 Q3	$9K	Hold	67	–	–	﹤0.01%	611
2018 Q2	$10K	Hold	67	–	–	﹤0.01%	587
2018 Q1	$10K	Hold	67	–	–	﹤0.01%	572
2017 Q4	$10K	Buy	+67	New	+$10.6K	﹤0.01%	569

Other funds holding WTW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

EARNEST Partners's WTW Position: Q4 2023 in Review

EARNEST Partners sold out of Willis Towers Watson (WTW) in Q4 2023, closing a stake of 67 shares — an estimated $14K sold.

EARNEST Partners first reported a position in WTW in Q4 2017 and held it in 24 quarters. The position peaked at $16.4K in Q4 2022. 630 funds tracked by Wall St. Rank hold WTW as of Q4 2023.

EARNEST Partners reported no remaining Willis Towers Watson position as of Q4 2023 after selling out during the quarter.
EARNEST Partners sold 67 Willis Towers Watson shares in Q4 2023, an estimated $14K.
EARNEST Partners first reported a position in Willis Towers Watson in Q4 2017 and held it in 24 quarters.
EARNEST Partners's Willis Towers Watson position peaked at $16.4K in Q4 2022.
630 funds tracked by Wall St. Rank held Willis Towers Watson as of Q4 2023.

Based on EARNEST Partners's 13F filing for Q4 2023, filed 14 Feb 2024.